About Company

Wurz Financial Services is a family-owned, fiduciary financial advisory firm serving executives, business owners, and professionals primarily in Cincinnati and Toledo. Founded by Richard Wurz and now led by his sons Darren and Travis, the firm offers tax-smart investment management, retirement planning, and comprehensive wealth management services. Wurz Financial Services specializes in working with corporate executives, attorneys, real estate professionals, and small business owners nearing retirement, focusing on personalized, research-driven strategies to optimize tax efficiency and protect wealth. The firm operates with a fee-only model, emphasizing transparency, fiduciary responsibility, and long-term client relationships built on trust and integrity. Their approach integrates retirement income planning, tax planning, and investment management tailored to each client's unique goals and legacy planning needs.

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